06/13/2019 7:00 am-11:30 am

Event Details

Join other family & closely held companies and learn how to navigate many of the complex issues related to growing a successful and sustainable family and closely held business. It’s your opportunity to learn and network with others who are on the same journey as they strive to build wealth and create a lasting legacy.


An Owner’s Guide to the Future
We’re surrounded by inevitable changes, from AI to generational workforce shifts, but not all change is progress and sometimes knowing what shouldn’t change is more than half the battle.
Join nationally-recognized futurist David Zach for some fascinating forecasts and clear-headed observations about what traditions we should hold onto.

Following the keynote presentation, the owners of Bartolottas Restaurants, Wisconsin Lift Truck (part of Wolter Group LLC) and Ariens Company will share insights, philosophies and stories about how they have navigated the complex issues related to growing a successful closely held business.

After the presentations, roll up your sleeves and join the 12 concurrent roundtable sessions led by family & closely-held company leaders.

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